Orion Advisor Solutions

Orion Advisor Solutions Billing/Validate Import API

The Billing/ValidateImport API from Orion Advisor Solutions — 19 operation(s) for billing/validateimport.

GitHub OpenAPI

Operations 19

POST /v1/Billing/ValidateImport/Account/ReferralSchedules Validate import account referral schedules import account referral schedules… #
POST /v1/Billing/ValidateImport/FeeHierarchy import the excel into a list of objects we can use #
PUT /v1/Billing/ValidateImport/FeeHierarchy/Import import the processed data into tblFeeHierarchy. This only does an insert #
GET /v1/Billing/ValidateImport/FeeHierarchy/Templates/Csv Billing validate import fee hierarchy get csv template #
GET /v1/Billing/ValidateImport/FeeHierarchy/Templates/Xls Billing validate import fee hierarchy get xls template #
GET /v1/Billing/ValidateImport/FeeHierarchy/Templates/Xlsx Billing validate import fee hierarchy get xlsx template #
POST /v1/Billing/ValidateImport/PartialExclusion Billing validate import partial exclusion import pay for account async #
PUT /v1/Billing/ValidateImport/PartialExclusion/Import Billing validate import partial exclusion import exclusions async #
GET /v1/Billing/ValidateImport/PartialExclusion/Templates/Csv Billing validate import partial exclusion get csv template #
GET /v1/Billing/ValidateImport/PartialExclusion/Templates/Xls Billing validate import partial exclusion get xls template #
GET /v1/Billing/ValidateImport/PartialExclusion/Templates/Xlsx Billing validate import partial exclusion get xlsx template #
POST /v1/Billing/ValidateImport/PayForAccounts Billing validate import pay for accounts import pay for account async #
GET /v1/Billing/ValidateImport/PayForAccounts/Templates/Csv Billing validate import pay for accounts get csv template #
GET /v1/Billing/ValidateImport/PayForAccounts/Templates/Xls Billing validate import pay for accounts get xls template #
GET /v1/Billing/ValidateImport/PayForAccounts/Templates/Xlsx Billing validate import pay for accounts get xlsx template #
POST /v1/Billing/ValidateImport/RelatedHouseholds Billing validate import related households import related households async #
GET /v1/Billing/ValidateImport/RelatedHouseholds/Templates/Csv Billing validate import related households get csv template #
GET /v1/Billing/ValidateImport/RelatedHouseholds/Templates/Xls Billing validate import related households get xls template #
GET /v1/Billing/ValidateImport/RelatedHouseholds/Templates/Xlsx Billing validate import related households get xlsx template #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-validateimport-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-billing-validateimport-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Billing/Validate Import API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-billing-validateimport-api-openapi.yml